Estate Planning Team Email Formats
Financial Services • 
Indian Wells, California, United States • 51-100 Employees
Estate Planning Team Email Formats
Estate Planning Team uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@myept.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@myept.com | 75% |
{first3} | {first3}@myept.com | 12.5% |
{first name}{last name} | johndoe@myept.com | 12.5% |
Key Contacts at Estate Planning Team
Michael Mcintyre
National Training Director
Jordan Kanter
National Director Of Development / Senior Case Manager / Trustee
Kathryn M.
Administrative Assistant To National Training Director
Robert Binkele
Owner
Robert Binkele
Owner
Company overview
| Headquarters | 45110 Club Drive , Suite B, Indian Wells, CA 92210, US |
| Phone number | +17607795339 |
| Website | |
| NAICS | 52 |
| SIC | 653 |
| Keywords | Business Growth, Asset Protection, Estate Planning, Networking Professionals, 1031 Alternatives, Ria'S, Turn-Key Marketing Plan For Securities Reps, Capital Gains Tax Deferral, Failed 1031 Exchanges, Defer Taxes |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
About Estate Planning Team
The Deferred Sales Trust is an exclusive tax deferral strategy that is only available through the Estate Planning Team and its members. In today's challenging and competitive market place, professionals are looking for innovative ways to earn business. How do you prospect for new clients and earn new business from your existing clients? How do you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry? Estate Planning Team is a membership organization with a network of experienced professionals who offer the Deferred Sales Trust. These professionals include financial advisors, insurance and real estate professionals, business brokers, attorneys, CPA’s, Qualified Intermediaries, and other professional partners. Estate Planning Team’s organization stretches throughout the United States, providing significant capital gains tax deferral via the Deferred Sales Trust, a flexible 1031 Exchange alternative. The Deferred Sales Trust is offered exclusively by Estate Planning Team members along with experienced and specialized tax attorneys. These tax attorneys have unique expertise at structuring transactions in this manner for sellers of highly appreciated real estate, businesses or other highly appreciated assets, who wish to defer their capital gains taxes. The DST can defer capital gains taxes on the sale of almost any type of highly appreciated asset including: businesses & professional practices, commercial real estate, investment properties, high end primary residences, major stock positions, and very valuable artwork and collectibles, among other things. With membership, we provide the marketing tools to grow your business using the DST. If you’re interested in joining the Estate Planning Team & want to market the Deferred Sales Trust, go to www.myept.com and click JOIN NOW! For more information, email info@myept.com or call us at 760-779-5339!
Employees by Management Level
Total employees: 51-100
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Employees by Department
Estate Planning Team has 19 employees across 8 departments.
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Funding Data
Estate Planning Team has never raised funding before.
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